Monitor OPUC Docket LC 88 for approval decisions and any subsequent capital markets activity as the regulatory review unfolds over the next several months.
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Executive Summary
PGE filed its 2026 Clean Energy Plan and Integrated Resource Plan with the Oregon PUC, outlining two resource pathways requiring 3,377 MW to over 9,000 MW of additions by 2030-2032 to meet clean energy targets. The filing is a routine regulatory submission with no immediate financial impact, though the scale of required investment signals potential future capital needs.
Key Facts
- Filed 2026 Clean Energy Plan and Integrated Resource Plan with the Oregon PUC on October 15, 2026.
- One pathway requires 3,377 MW of resource additions by 2030 and over 5,000 MW by 2032.
- Second pathway requires 6,747 MW by 2030 and over 9,000 MW by 2032 to achieve HB 2021 emissions targets.
- Plan includes transmission expansion and continued advocacy for a holding company structure to support capital access.
- Regulatory review process in OPUC Docket LC 88 will occur over the coming months.
Financial Impact
No financial figures reported; capital investment amounts not disclosed
Risk Factors
- Regulatory approval or modification of the plan could affect the pace and cost of required investments.
- Execution risk from supply chain constraints, permitting delays, and financing availability for the large-scale resource additions.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-423088 |
| Document: 0001193125-26-423088-index-headers.html | 0001193125-26-423088 |
| Document: 0001193125-26-423088-index.html | 0001193125-26-423088 |
| Document: 0001193125-26-423088.txt | 0001193125-26-423088 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 10d ago | 8-K | $44.15 $44.55 | ▲ +0.91% | ▲ +1.34% | $44.25 (+0.23%) |
Sep 28, 2026 28d ago | 8-K | $44.18 $44.25 | ▼ −0.16% | ▲ +1.05% | $44.25 (−0.16%) |
Aug 12, 2026 10w ago | 8-K | $50.33 $50.17 | ▼ −0.32% | ▲ +1.65% | $44.25 (−12.08%) |
Jul 31, 2026 12w ago | 8-K | $49.33 $49.05 | ▼ −0.57% | ▼ −4.08% | $44.25 (−10.30%) |
Jul 24, 2026 13w ago | Press Release | $51.23 $49.33 | ▼ −3.71% | ▼ −4.78% | $44.25 (−13.63%) |
May 6, 2026 24w ago | Insider Cluster | $48.82 $48.40 | ▼ −0.86% | ▼ −1.99% | $44.25 (−9.36%) |
May 6, 2026 24w ago | Insider Cluster | $48.82 $48.40 | ▼ −0.86% | ▼ −1.99% | $44.25 (−9.36%) |
May 6, 2026 24w ago | Insider Cluster | $48.82 $48.40 | ▼ −0.86% | ▼ −1.99% | $44.25 (−9.36%) |
Mar 13, 2026 32w ago | DEFA14A | $53.08 $50.89 | ▼ −4.12% | ▼ −2.08% | $44.25 (−16.63%) |
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